CT Financial Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q1
$302K Buy
3,784
+3,070
+430% +$244K 0.19% 118
2016
Q4
$56.7K Hold
714
0.04% 253
2016
Q3
$57.5K Buy
+714
New +$57.6K 0.04% 249

Other funds holding VCSH

CT Financial Advisors's VCSH Position: Q1 2017 in Review

CT Financial Advisors increased its Vanguard Short-Term Corporate Bond ETF (VCSH) stake by 430% in Q1 2017, buying an estimated $244K and bringing the position to 3,784 shares worth $302K. The position accounts for 0.19% of the portfolio, ranked #118.

CT Financial Advisors first reported a position in VCSH in Q3 2016 and has held it in 3 quarters since. 543 funds tracked by Wall St. Rank hold VCSH as of Q1 2017.

  • CT Financial Advisors held 3,784 shares of Vanguard Short-Term Corporate Bond ETF worth $302K as of Q1 2017.
  • CT Financial Advisors bought 3,070 Vanguard Short-Term Corporate Bond ETF shares in Q1 2017, an estimated $244K.
  • Vanguard Short-Term Corporate Bond ETF made up 0.19% of CT Financial Advisors's portfolio in Q1 2017, its #118 holding.
  • CT Financial Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q3 2016 and has held it in 3 quarters since.
  • 543 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.